Huberty now concedes that the iPhone super cycle she promoted didn't come to pass.
Read More Morgan Stanley slashes June iPhones, trims Apple target
Katy Huberty doesn't believe Apple's best days are behind it.
From a note to clients by analyst Katy Huberty.
Read More Morgan Stanley: This is what took some of the air out of the Apple supercycle
iPhone: Morgan Stanley sees blowout March
7 years ago
7 years agoKaty Huberty dismisses as "supply chain noise" recent reports of iPhone X production cuts.
The bears are counting the Chinese installed base of smartphones wrong, says Katy Huberty. They forget that iPhones last longer.
Read More Why Morgan Stanley is still bullish on Apple in China
Biggest surprise: Growing demand for the Apple Watch.
Read More Why Morgan Stanley raised its Apple price target to $199
"An aspirational brand, high customer loyalty, and weaker USD allow Apple to increase prices without hurting demand." —Katy Huberty
Katy Huberty anticipates an elongated period of AAPL share outperformance.
Read More Morgan Stanley sees 'significant room' for Apple to run
From a note to clients by Morgan Stanley's Katy Huberty.
Read More Morgan Stanley lowers Sept. iPhones, raises Apple target
From a note to clients by Katy Huberty.
Read More Morgan Stanley: Why Apple shares fell 7% in a week
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